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* Extract Entry.uncategorized_transactions scope, remove Family#uncategorized_transaction_count Adds a single Entry.uncategorized_transactions scope containing the shared conditions (transactions join, active accounts, category nil, not transfer kinds, not excluded). All callers now use this scope: - Entry.uncategorized_matching builds on it - Transaction::Grouper::ByMerchantOrName#uncategorized_entries uses it - categorizes_controller#uncategorized_entries_for uses it (also fixes missing status/excluded filters that were silently absent before) - Both controllers replace Current.family.uncategorized_transaction_count with Current.accessible_entries.uncategorized_transactions.count so the button count and wizard count both respect account sharing Family#uncategorized_transaction_count removed as it is now unused and was family-scoped rather than user-scoped. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Scope assign_entry write to Current.accessible_entries Replaces unscoped Entry.where(id:) with Current.accessible_entries.where(id:) so the write path is consistent with the find above it. Not exploitable given the find would 404 first, but removes the pattern inconsistency. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Add privacy-sensitive class to amounts in categorize wizard Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Extract uncategorized_count helper in CategorizesController Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Fix comment on uncategorized_transactions scope to mention draft accounts Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Use uncategorized_count helper in assign_entry action Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
146 lines
7.5 KiB
Plaintext
146 lines
7.5 KiB
Plaintext
<%# Wizard step: categorize one group of uncategorized transactions %>
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<div class="w-full space-y-6 pb-12"
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data-controller="categorize"
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data-categorize-assign-entry-url-value="<%= assign_entry_transactions_categorize_path %>"
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data-categorize-preview-rule-url-value="<%= preview_rule_transactions_categorize_path %>"
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data-categorize-position-value="<%= @position %>"
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data-categorize-transaction-type-value="<%= @group.transaction_type %>">
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<%# Top bar: remaining count + skip %>
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<div class="flex items-center justify-between">
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<%= turbo_frame_tag "categorize_remaining" do %>
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<span class="text-sm text-secondary">
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<%= t(".remaining", count: @total_uncategorized) %>
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</span>
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<% end %>
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<%= link_to transactions_categorize_path(position: @position + 1),
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class: "flex items-center gap-1.5 text-sm font-medium text-secondary hover:text-primary" do %>
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<%= t(".skip") %>
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<%= icon("arrow-right", size: "sm") %>
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<% end %>
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</div>
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<%# Group identity — above columns %>
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<div>
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<div class="flex items-center gap-3 mb-1">
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<%= render partial: "transactions/categorizes/group_title",
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locals: { display_name: @group.display_name, color: @group.merchant&.color || "#737373", transaction_type: @group.transaction_type } %>
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</div>
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<%= turbo_frame_tag "categorize_group_summary" do %>
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<p class="text-sm text-secondary">
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<%= t(".transaction_count", count: @group.entries.size) %>
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·
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<span class="privacy-sensitive"><%= format_money(@group.entries.sum { |e| e.amount_money.abs }) %></span>
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</p>
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<% end %>
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</div>
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<%# Main form %>
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<%= form_with url: transactions_categorize_path, method: :post, id: "categorize-form", class: "w-full" do |form| %>
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<%= form.hidden_field :position, value: @position %>
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<%= form.hidden_field :transaction_type, value: @group.transaction_type %>
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<div class="grid grid-cols-[3fr_2fr] gap-4 items-start w-full">
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<%# Left column (60%): rule creation + transaction list %>
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<div class="space-y-4">
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<%# Rule creation %>
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<div class="bg-container shadow-border-xs rounded-xl p-4 space-y-3">
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<label class="flex items-center gap-2.5 cursor-pointer">
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<input type="checkbox" name="create_rule" value="1"
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<%= "checked" if @group.entries.size > 1 %>
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class="checkbox checkbox--light"
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data-categorize-target="createRuleCheckbox"
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data-action="change->categorize#toggleRuleDetails">
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<span class="text-sm font-medium text-primary"><%= t(".create_rule_label") %></span>
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</label>
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<div data-categorize-target="ruleDetails" class="<%= "opacity-40" unless @group.entries.size > 1 %>">
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<input type="hidden" name="grouping_key"
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value="<%= @group.grouping_key %>"
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data-categorize-target="groupingKeyHidden">
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<p class="text-sm text-secondary leading-relaxed">
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<%= t(".rule_description_prefix", type: t(".type_#{@group.transaction_type}").downcase) %>
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<span class="inline-flex items-center gap-1 align-middle">
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<span class="font-medium text-primary" data-categorize-target="filterDisplay">"<%= @group.grouping_key %>"</span>
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<button type="button"
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class="text-secondary hover:text-primary transition-colors"
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data-action="click->categorize#startFilterEdit"
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data-categorize-target="filterEditTrigger">
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<%= icon("pencil", size: "sm") %>
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</button>
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<span class="hidden items-center gap-1" data-categorize-target="filterEditArea">
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<input type="text" value="<%= @group.grouping_key %>"
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autocomplete="off"
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class="text-sm border border-primary rounded-lg px-2 py-0.5 bg-container focus:outline-none focus:ring-1 focus:ring-offset-0 w-36 shadow-md"
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data-categorize-target="filterInput"
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data-action="keydown.enter->categorize#confirmFilterEdit keydown.escape->categorize#cancelFilterEdit">
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<button type="button"
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class="flex items-center justify-center w-6 h-6 rounded-md bg-primary text-inverted hover:opacity-80 transition-opacity shrink-0"
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data-action="click->categorize#confirmFilterEdit">
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<%= icon("check", size: "sm") %>
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</button>
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</span>
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</span>
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<%= t(".rule_description_suffix") %>
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</p>
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</div>
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</div>
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<%# Transaction list %>
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<div class="bg-container rounded-xl shadow-border-xs p-4 space-y-3">
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<p class="text-xs text-secondary"><%= t(".transactions_hint") %></p>
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<%= render partial: "transactions/categorizes/transaction_list",
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locals: { entries: @group.entries, categories: @categories } %>
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</div>
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</div>
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<%# Right column (40%): category picker %>
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<div>
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<div class="bg-container shadow-border-xs rounded-xl p-4 space-y-3">
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<p class="text-sm font-medium text-secondary"><%= t(".assign_category") %></p>
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<div data-controller="list-filter" class="space-y-3">
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<%# Search field %>
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<div class="relative flex items-center bg-container border border-primary rounded-lg">
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<%= icon("search", class: "absolute left-3 text-secondary") %>
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<input type="text"
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placeholder="<%= t(".filter_placeholder") %>"
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autocomplete="off"
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autofocus
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class="w-full pl-9 pr-3 py-2 text-sm bg-transparent border-none rounded-lg focus:outline-none focus:ring-0 placeholder:text-secondary"
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data-list-filter-target="input"
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data-categorize-target="filter"
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data-action="input->list-filter#filter">
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</div>
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<%# Category pills — submit the form directly %>
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<div data-list-filter-target="list" data-categorize-target="list"
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data-action="click->categorize#clearFilter"
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class="flex flex-wrap gap-2">
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<p class="hidden text-sm text-secondary w-full py-2" data-list-filter-target="emptyMessage">
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<%= t(".no_categories") %>
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</p>
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<% @categories.each do |category| %>
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<button type="submit"
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name="category_id"
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value="<%= category.id %>"
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class="filterable-item flex items-center gap-1 text-sm font-medium rounded-full px-2.5 py-1 border cursor-pointer hover:opacity-80 transition-opacity focus:outline-none focus:ring-2 focus:ring-offset-1"
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style="background-color: color-mix(in oklab, <%= category.color %> 10%, transparent);
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border-color: color-mix(in oklab, <%= category.color %> 20%, transparent);
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color: <%= category.color %>;"
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data-filter-name="<%= category.name %>">
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<% if category.lucide_icon.present? %>
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<%= icon(category.lucide_icon, size: "sm", color: "current") %>
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<% end %>
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<%= category.name %>
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</button>
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<% end %>
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</div>
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</div>
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</div>
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</div>
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</div>
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<% end %>
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</div>
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